Subject:  INTERIM FEDERAL INSPECTION SERVICES FACILITY (FIS) SUBCONTRACTOR SUBSTITUTION

 

COUNCIL DISTRICT:  Citywide

SNI AREA: N/A

 

RECOMMENDATION

 

Adoption of a resolution approving Approval of a request from S. J. Amoroso Construction Company to substitute Architectural Glass and Aluminum in place of U. S. Glass and Aluminum as the subcontractor for the construction of the window wall system for the Interim Federal Inspection Services International Arrivals Facility.

 

BACKGROUND

 

A.        Interim FIS Facility Project.

 

San José International Airport is serving a growing number of daily international flight arrivals.  Passengers from these flights must first pass through a series of customs and inspection checks at a federal inspection station prior to being allowed into the country.  The existing 22,000 square foot modular Federal Inspection Services (FIS) fFacility was installed in 1989 and was originally intended and designed as a temporary structure to be utilized for a maximum period of three years.  The structure is in poor repair and is not no longer large enough to provide an acceptable level of customer service. 

 

On June 29, 1999, the City Council approved an Airport Master Plan Amendment to provide for the construction of a permanent building to serve as an interim FIS facility.  This building is expected to remain in use as an FIS facility until the completion of new Terminal facilities identified in the Airport Master Plan and the Implementation Ordinance.  When the new Terminal project is completed, the FIS facilities will be relocated to the new Terminal and the building formerly housing the interim FIS facilities will be converted to other uses, consistent with the Airport Master Plan and Implementation Ordinance.

 

The scope of work for the Iinterim FIS Facility Project includes the construction of a new, three-story building with approximately 70,000 square feet.  The Project will include a second level international passenger de-planing gate, with a sterile corridor leading to the required federal agencies entry and inspection areas, and two replacement domestic passenger gates and holding areas.  The interim FIS facility will be connected to Terminal A by an enclosed bridge.  The FIS facility will serve five federal agencies, and will provide office space for those agencies.  The Project will provide space for a relocated duty free shop and an area for the establishment of an airline clubroom.

 

B.        Window Wall Component Of The Project

 

The Interim FIS Facility Project includes construction of a window wall or curtain wall.  The terminology of window wall will be used throughout this document for consistency.  The window wall system for the interim FIS fFacility will be one of the most important components of the building, both functionally and aesthetically.  From the functional perspective, the City staff sought a design that would avoid issues of maintenance, leakage and structural failure under the unique range of environmental conditions at the airportAirport.  Specific effort was made to exceed the quality of the window wall system in Terminal A.  From an aesthetic perspective, City staff sought a design that would allow for a generous spatial feeling by passengers using the facility.  Staff also viewed having a high quality window wall design as critical, because the system will serve as the prototype for future Terminal facilities.

 

Because of the importance of the window wall system, the City retained Skidmore Owings and Merrill (SOM) which is recognized as a design leader in the window wall industry – to design the FIS facility window wall.  Window wall systems fall into one of two general categories:  (1) “unitized” systems that are assembled and glazed at the factory and (2) systems that are assembled and glazed at the construction site (commonly referred to as “stick-built” systems).  SOM advised that unitized window wall systems are held to a significantly higher degree of quality craftsmanship than “stick-built” systems assembled in the field.  A “unitized” window wall system is typically fabricated in an enclosed factory where temperature, humidity, and craftsmanship can be carefully controlled.

 

SOM further advised the City that “unitized” window wall systems are either custom fabricated for the particular project or standardized.  The major difference between custom and standard “unitized” systems is that standard systems are built up from standard, “off-the-shelf”, components and custom systems are built from custom designed and fabricated components.  Custom “unitized” systems often have very specific dimensional requirements, pressure equalization requirements, and multiple lines of moisture defense, while standard “unitized” systems usually do not.  (An explanation of these features follows in this document.)  If a standard “unitized” system does have one or more of these features, it is often because the “off-the-shelf” component was customized before assembly.  Because the type of craftsmanship required for custom and standard “unitized” systems varies significantly, fabricators often specialize in either custom “unitized” systems or standard “unitized” systems.

 

SOM The City’s consultant architect, Skidmore Owings and Merrill (SOM), advised City staff that window wall systems placed immediately adjacent to passenger jet traffic are subjected to a very high degree of vibration relative to other building types.  They Window wall systems at airports are also difficult to access for maintenance due to the type of activity that takes place adjacent to them.  Because of these factors, SOM recommended that the City choosespecify a “unitized” window wall system for the Project.  Accordingly, the specifications for this Project required a “unitized” window wall system. Based upon these factors, a “unitized” window wall system was deemed an appropriate choice for the Airport.

 

Window wall systems fall into one of two general categories; factory assembled and glazed “unitized” systems or, field assembled and glazed “stick-built” systems.  The factory-assembled system is held to a significantly higher degree of quality craftsmanship than the one assembled in the field.

 

A fabricator typically assembles either custom or standard “unitized” window wall systems in an enclosed factory where temperature, humidity, and craftsmanship can be carefully controlled.  The lifespan of a unitized system relies heavily on the manner in which the different materials are mated together.  The different expansion characteristics of metal and glass, due to temperature changes, make the accuracy of their proximity to each other especially important.  The added fact that the glass panels are not mechanically bolted or anchored to the frame requires that the gripping components be installed very accurately as well.  Because the type of craftsmanship required for custom and standard “unitized” systems varies significantly, fabricators often specialize in one or the othereither custom “unitized” systems or standard “unitized” systems.  Firms specializing in custom or standard “unitized” window wall systems usually have a number of years of experience.

 

The major difference between custom and standard “unitized” systems is that standard systems are built up from standard, “off-the-shelf”, components and custom systems are built from custom designed and fabricated components.  Custom “unitized” systems often have very specific depths, pressure equalization, and 2 lines of moisture defense, while standard “unitized” systems usually do not.  (An explanation of these features follows in this document.) If a standard “unitized” system does have one or more of these features, it is often because the “off-the-shelf” component was customized before assembly.

 

Moreover, City staff, with the assistance of SOM, which is recognized as a design leader in the window wall industry, chose the custom “unitized” window wall system for the Interim FIS Facility Project, to ensure durability, to reduce the likely hoodlikelihood of inopportune failure, to reduce long term maintenance and operational costs and to match specific architectural wall features.  It was acknowledged during the design phase that a custom “unitized” window wall system would be more costly than a standard “off-the-shelf” system, but that additional cost was deemed to be a valued investment that would best meet the City’s functional and aesthetic needs. Further, a single fabricator and installer was specified to provide undivided responsibility between the fabrication and installation process.Leave for the discussion of the specifications.

 

SOM also advised the City that it was important to have a fabricator/installer of a custom unitized window wall system with the proper experience in building such systems.  SOM explained that the lifespan of a unitized system relies heavily on the manner in which the different materials are joined together.  The different expansion characteristics of metal and glass, due to temperature changes, make their dimensional tolerances extremely important.  The added fact that the glass panels are not mechanically bolted or anchored to the frame requires that the gripping components be installed very accurately as well.  Accordingly, the City included in the specifications appropriate qualification requirements for the fabricator/installer of the custom, unitized window wall system for the Airport.

 

C.        Window Wall Subcontractor

 

On June 27, 2000, the City Council awarded a construction contract to S. J. Amoroso Construction Co., Inc. in the amount of $31,037,000 for the Interim FIS Facility Project.  At present, construction is approximately 35 percent complete.  Pursuant to the construction contract, Amoroso is responsible for obtaining an appropriate subcontractor to perform the window wall fabrication and installation work.

 

The construction contract required Amoroso to submit window wall product supplier information and professional data, and preliminary shop drawings, for each window type in the FIS facility, within 30 days of receiving a Notice To Proceed (NTP).  The NTP was issued to Amoroso on August 25, 2000.

 

On December 18, 2000, aApproximately 120 days after NTP, on December 18, 2000, Amoroso provided for City review the first submittal of window wall information for U.S. Glass and Aluminum.  City review.  On April 11, 2001, approximately 270 days after NTP, Amoroso provided the City with U.S. Glass and Aluminum’s first, but incomplete submittal of preliminary shop drawings, which was incomplete. 

 

The City rejected the first submittal regarding the supplier information and professional data was rejected on January 17, 2001, one month after receipt, on the grounds that the neither was the sub contractor a ‘single firm’, nor did they appear to have a minimum of five (5) years experience specializing in custom “unitized” window wall systems in a seismic zone as required by the specifications.  They did provide two (2) examples of their work, as called for in the specifications.  From the information provided, staff could not establish that the systems, nor dididentified wereappear to be of similar size and scale to the FIS, as required by the specifications.  [Had we already retained Jon Weir to assist us with the determination?  If so, we should put that in this paragraph.].

 

The preliminary shop drawing submittal, although recognized as determined by City staff to be incomplete[We should specify by whom.  Amoroso and Sub?], was reviewed carefully by City construction management staff and the City’s consultant over a 5-week period.   These documents were also rejected on May 24, 2001, because they appeared to suggest[this sounds kind of waffley]indicated that Amoroso’s sub contractor intended to provide a “stick built” system, rather than the custom “unitized” system, as called for in the specifications.

 

Subsequent to the City’s rejection of the preliminary shop drawing submittal, the City retained Curtain Wall Design & Consulting, Inc. (CDC) to [I think we should clarify whether initially reviewed the first submittals or whether the City hired him after rejecting the submittals and he merely acted to affirm that decision.]To assure that the U. S. Glass and Aluminum proposal would result in a window wall system that would meet all of the City’s contractual requirements for the FIS fFacility, the City retained Curtain Wall Design & Consulting, Inc. (CDC) to review the submittals.  CDC is a nationally recognized expert consultant in custom and standard “unitized” window wall design.  CDC has been involved in “unitized” window wall design since 1973.  Jon Weir, representing CDC, confirmed that all of the submittals provided by Amoroso’s window wall subcontractor, U.S. Glass and Aluminum, appeared to be relying heavily upon the use of “off-the-shelf” components, which would require significant customization or deviation from the custom aspect of the specifications if they were to be accepted.

 

Subsequent to the City’s initial rejection of the window wall submittals, the City’s construction management staff attended numerous meetings and discussions that were held at the request of Amoroso and U.S. Glass and Aluminum.   U. S. Glass and Aluminum, and their third party suppliers, maintained that their proposed window wall system was adequate for San José and that it met the requirements of the contract specifications.  On July 13, 2001, U. S. Glass and Aluminum, their supplier Vision Wall, and Amoroso met with City staff and CDC.  In that meeting, U. S. Glass and Aluminum said they intended to provide a “unitized” system, but when asked if it would meet the custom “unitized” specification requirements, they responded that it would not. 

 

D.        Request For Substitution of Sub Contractor

 

By letter dated July 17, 2001, Amoroso requested that the City approve the substitution of Architectural Glass & Aluminum, Inc. for U.S. Glass and Aluminum as the window wall subcontractor on the project. for the following two reasons.  First, the window wall submittals prepared by U.S. Glass and Aluminum, and submitted to the City by Amoroso, demonstrate that the window wall proposed to be installed by U.S. Glass and Aluminum is not in substantial accordance with the plans and specifications for the FIS project.  Second, U.S. Glass and Aluminum has failed to demonstrate that it meets the requirements of the project specifications to be qualified to perform the window wall work on the FIS project.   

 

The City notified U.S. Glass and Aluminum of the proposed substitution by letter dated July 26, 2001.  U.S. Glass and Aluminum, by letter dated August 1, 2001, notified the City of its objection to the proposed substitution.  Because U.S. Glass and Aluminum has filed a written objection to the substitution, the Municipal Code requires that the matter be heard by the City Council.

 

E.         Additional Meeting With Amoroso And U.S. Glass And Aluminum

 

An additional meeting, as requested by U.S. Glass and Aluminum, was held with Amoroso and City staff on August 21, 2001, to once again review the deficiencies in the window wall submittal.  The August 21st meeting culminated in a request from Amoroso and U.S. Glass and Aluminum that the City review one final and additional submittal.  City staff received the final submittal on August 27, 2001, which has once again been reviewed and rejected by City staff and CDC.  City staff again rejected the submittal, because it did not meet the project specifications.  Subsequent to this,  Amoroso, once again, requested approval to substitute Architectural Glass and Aluminum for U.S. Glass and Aluminum, on the grounds that it, Amoroso, did not believe their subcontractorthat U.S. Glass and Aluminum would be able to meet the Project Specifications.

 

 

 

ANALYSIS

 

The Director of Public Works is authorized to consent to a contractor’s request to substitute a subcontractor, in those instances where the subcontractor to be removed from the project does not object, and, where the contractor has shown one or more of the permissible grounds set out in the Municipal Code for a substitution.  However, if, as in the present case, the subcontractor to be removed from the project files a written objection, the Municipal Code requires that the matter be heard by the City Council.

 

Amoroso has requested the substitution on the following two points.  First, the window wall submittals prepared by U.S. Glass and Aluminum and submitted to the City by Amoroso, demonstrate that the window wall work proposed to be performed by U.S. Glass and Aluminum is not in substantial accordance with the plans and specifications for the FIS project.  Second, U.S. Glass and Aluminum has failed to demonstrate that it meets the requirements of the project specifications to be qualified to perform the window wall work on the FIS project.  Each of the points cited by Amoroso, in its substitution request, constitutes an appropriate basis for the City’s approval of the requested substitution, pursuant to San Jose Municipal Code, Sections 14.04.520.C., G., and I.  The remainder of this Analysis will review and summarize the grounds for the requested sub contractor substitution.  Additional documentation, in the form of the window wall specifications, detailed analysis of the submittals by the City’s consultant and the City’s letters to Amoroso rejecting the window wall submittals, are included in the documentation binder attached to this memorandum (“Supporting Documents”).  The Supporting Documents are incorporated into this memorandum as if fully set forth.

 

A.        The Window Wall Submittals are not in Substantial Accordance with the Plans and Specifications for the FIS Facility

 

The Plans and Specifications for the project specify a custom “unitized” window wall system. The Plans and Specifications further state numerous technical criteria that must be met by the window wall system to address factors such as seismic restraint, moisture protection, structural interface, maintenance and repair, and aesthetic concerns. 

 

Throughout the window wall submittal process, up to and including the final August 27, 2001, submittal, CDC has advised City staff that the window wall system proposed by U.S. Glass and Aluminum, fails to meet the requirements of the plans and specifications for a custom “unitized” window wall system in a number of significant respects.  CDC’s full analysis of how U.S. Glass and Aluminum’s window wall submittals fail to meet the plans and specifications is set out in detail , in the attached as Supporting Documents, and forms the basis for the sub contractor substitution recommendation.  The U.S. Glass and Aluminum submittals do not meet the requirements of the Plans and Specifications in the following four (4) technical aspects:

 

1.      Pressure Equalization: Section 08900, Paragraph 1.08.H. of the Plans and Specifications requires that the design, fabrication and installation of the window wall system component parts employ the pressure equalized principal providing an air and vapor barrier.  This Pressure equalization is industry terminology used to describe a custom window wall feature, which prevents water infiltration by allowing air into the vertical and horizontal window wall components. The neutral or balanced air pressure in those components prevents water from being forced into the interior spaces.  U.S. Glass and Aluminum claims that its “off-the-shelf” system meets this requirement.  However, tThe U. S. Glass and Aluminum design submittal, relying on “off-the-shelf” components, does not adequately provide for pressure equalization as defined by widely accepted industry standards.

 

2.      Two Lines of Moisture Defense with Internal Gutter: Section 08900, Paragraph 2.02 of the Plans and Specifications requires that the window wall submittals show a system that includes material thicknesses as required to form a high quality weatherproof enclosure with two distinct lines of protection for air and water infiltration.  This The requirement for two distinct lines of protection is industry terminology used to describe a performance feature that is custom designed and built into a window wall system.  This custom feature, in this instance, isThe two distinct lines of protection are required provided as a back up to remove water that might enter the window elements under the condition of a failure of the pressure equalization system.  The U. S. Glass and Aluminum submittal documents, after numerous conversations about this subject, still do not depict a complete system for two lines of moisture defense with an internal gutter, as required by the specifications. It is not clear if the proposed “off-the-shelf” components proposed could be modified to meet the full intent of this feature.  

 

3.      Isobar: Although the Plans and Specifications for the window wall system do not include or require an Isobar, the window wall submittals proposed by U.S. Glass and Aluminum contain such a device.  This An “Isobar” is industry terminology used to describe a physical element in the window wall system designed specifically to prevent or minimize the transfer of outside temperatures to the inside window element surfaces.  An Isobar would typically be used in northern climates where the outside temperature is often considerably lower than the inside temperature.  Without the Isobar, the window framing material would allow the cold outside temperature to pass easily through to the inside face of the frame and then pass onto the adjacent glass, creating condensation or frost under certain cold climate conditions.  An Isobar is deemed an inappropriate window element in San Jose because the climate is not severe.  More importantly,Furthermore, the Isobar is another element in the system that adds to the complexity of fabrication, and vibration cycles may cause it to fail prematurely as compared to a unitized window constructed without such a feature.   The Vision Wall system, proposed by U. S. Glass, includes the use of an Isobar element, but the climate in San Jose is not deemed severe enough to warrant such a feature.  Vision Wall, located in Canada, includes this Isobar element as a standard.  When asked to remove the Isobar from the system, U. S. Glass and Aluminum and Vision Wall, initially responded that the Isobar could not be removed without affecting the structural integrity of the entire window system.  A very recent Amoroso submittal suggests that the Isobar can be removed, but a significant cost increase for the removal of the Isobar was included with the proposal.  An Isobar is deemed an inappropriate window element in San Jose because the climate is not severe, the Isobar is another element in the system that adds to the complexity of fabrication, and, vibration cycles may cause it to fail prematurely.

 

4.      Window Wall System Depth:  This is typical industry terminology used to describe the depth of the major vertical and horizontal window wall elements.  Section 08900, Paragraph 2.02 of the Plans and Specifications  The contract drawings depicts a section through these elements as being eight (8) inches.  SOM designed the system to be this depth for both structural and aesthetic reasons.  An eight (8) inch system, by itself, could be an “off-the-shelf” item;, however, the inclusion of specific pressure equalization design, two lines of moisture defense features and architectural alignment requirements, dictate that this component be custom fabricated.[Do we need to say this?  I don’t think that we should concede anything.]  The U. S. Glass and Aluminum submittal initially proposed a seven (7) inch, and then a seven and one half  (7 ½) inch section made up of “off the shelf” components.  At one point, to assist Amoroso in keeping the project on schedule, City staff tentatively agreedconsidered agreeing to a 7-½ inch section if all other requirements of custom features and qualifications of the specification could be met.  Submittals subsequent to that tentative agreement failed to meet the specifications.  More recently, U.S. Glass and Aluminum has suggested using “snap-on” parts to meet the depth requirements of the specifications.

 

B.        U.S. Glass and Aluminum has Failed to Demonstrate its Qualifications to Perform the Window Wall Work

 

The custom “unitized” window wall system is a critical component of the FIS Facility.  Accordingly, Tthe plans and specifications for the Project require that the contractor submit to the City documentation showing that the window wall subcontractor has a minimum of five (5) years experience specializing in this type of custom work with a similar unitized approach as specified for the FIS fFacility.  Further, the plans and specifications require documentation that the window wall subcontractor has experience with at least two (2) projects of similar scale to the FIS Facility, in a seismic zone.

 

Despite repeated requests from City staff, Amoroso has been unable to provide the City with documentation, which clearly demonstrates that its sub contractor, U. S. Glass and Aluminum, has five years of experience specializing in this type of custom work with a similar unitized approach.  While individuals in the company appear to have many years of experience in various aspects of the glazing industry, the company does not appear to have specialized experience in this type of custom window wall fabrication and installation required by the specifications.

 

Despite repeated requests from City staff, Amoroso has also been unable tonot provided the City with the required documentation that clearly shows that U.S. Glass and Aluminum has experience with at least two (2) projects of similar scale to the FIS fFacility in a seismic zone.  The documentation initially submitted included a list of two (2) projects.  The City’s consultant reviewed the documentation and was unable to conclude that the subcontractorthey met these specifications due to the lack of information. 

 

At the August 21, 2001 meeting between the parties, U.S. Glass and Aluminum continued to assert that it complied with the qualification requirements of the specifications.  In a final attempt to resolve the issue, the City, U.S. Glass and Aluminum, Vision Wall and Amoroso agreed that Amoroso would provide the City with documentation of the two (2) projects that most clearly met the qualification requirements set forth in the specifications.  However, rather than providing documentation of the two (2) most relevant projects, three days later Amoroso provided a list of the names of twenty-three (23) projects with information about window wall systems.  

 

The submittal also included drawings that had already been submitted and rejected, as well as structural calculations, not previously submitted.  Although the submittal was inconsistent with the agreement reached at the August 21, 2001 meeting, the City nevertheless requested its consultant, CDC, to review the documentation for all twenty-three (23) projects, and, once again, CDC advised City staff that the materials submitted by U.S. Glass and Aluminum failed to sufficiently demonstrate: (1) that any of the projects included custom “unitized” window wall systems similar to the work specified; (2) that any of the projects were of similar size and scale to the Interim FIS; and, (3) that U. S. Glass and Aluminum had a minimum of 5 years of experience in custom “unitized” window wall fabrication and installation.  All twenty-three (23) of the projects appeared to have been constructed in a seismic zone.

 

C.        Proposed New Window Wall Subcontractor

 

The fabrication and installation of the custom “unitized window wall system will soon be on the critical path.  The design of the system is lagging far behind schedule.  Amoroso has authorized Architectural Glass and Aluminum to begin the development of Preliminary Shop Drawings for the custom “unitized window wall system.  The City’s consultant, CDC, has found them the proposed substitute window wall subcontractor, Architectural Glass and Aluminum to be fully qualified and experienced as required by the specifications and to be fully capable of meeting all aspects of the specifications.  Accordingly, staff recommends approving the substitution.

 

 

PUBLIC OUTREACH

 

Not applicable.

 

 

COORDINATION

 

This substitution request has been coordinated with the Offices of the City Attorney and Equality Assurance.

 

 

COST IMPLICATIONS

 

This action has no additional cost to the City.  The estimated completion date of construction is June 2002.

 

 

NONDISCRIMINATION

 

The City of San José Nondiscrimination Requirements are included in this project as required by Chapter 4.08 of the San José Municipal Code. 

 

 

RAJEEV BATRA

Acting Director, Public Works Department